Foundation
Bank Transactions
Every transaction recorded and categorized
Every charge, deposit, and transfer pulled from your bank and credit card feeds, coded to the right account, and tied to a receipt when one exists.
Bookkeeping · Minneapolis · Twin Cities · Remote MN
The books, kept clean. Year-round.
Monthly bookkeeping for business owners who didn’t open their business to do data entry. Every transaction recorded, every account reconciled, monthly reports you can actually read. One person handles your books — no call centers, no rotating staff, no starting over every year.
What we can handle
The work, month after month.
Twelve threads of recurring work, ordered the way the month actually unfolds — foundation, deliverables, operations, structure, and the cleanup that gets you to clean books.
Account Reconciliations
Monthly reconciliation across every account
Bank statements, credit cards, loans, and merchant processors — reconciled to the penny every month. If something's off, we find it before tax season does.
Deliverables
Month-End Reports
Monthly reports you can actually read
P&L, balance sheet, and cash position. No jargon, no surprises, just the picture of where the business stands.
Monthly Analysis
What changed, what to watch
A short monthly write-up alongside the reports — what's up, what's down, what looks unusual, and what to do about it. Clear, no lectures.
Cash Flow Planning
Cash flow — knowing what's coming
Built on top of your books. A monthly look at what's coming in, what's going out, and what you can take home — so payroll, taxes, and your own paycheck never come as a surprise.
Operations
Payroll
Payroll, run on time, every cycle
Bi-weekly, semi-monthly, or monthly — your team gets paid, the taxes get withheld, and the filings get sent. Nothing for you to remember.
Accounts Payable
Bill pay, handled monthly
Vendor bills come in, get coded to the right expense category, and get paid on time. Late fees stop showing up. You stop being your own A/P clerk.
Accounts Receivable
Invoicing and getting paid on time
Invoices go out on a schedule, deposits come in, and we follow up on the ones that drag past 30 days. You see the receivables aging report once a month.
Structure
QuickBooks Help
QuickBooks setup, training, and tune-ups
QuickBooks Online setup from scratch, one-on-one training so it makes sense, and ongoing tune-ups when something gets miscoded or a connection breaks.
Class Coding
Profit by project, location, or service line
If you run multiple locations, projects, or service lines, we set up class tracking so you can see which one's actually making money — and which one's quietly losing it.
1099 Prep
1099s filed before the January deadline
If you paid a contractor $600 or more last year, you owe them a 1099-NEC by January 31. We track who, how much, and file before the deadline.
Catch-up
Bookkeeping Cleanup
Catch-up and cleanup for behind books
Six months behind? Two years? Switching from a previous bookkeeper who left things tangled? One-time engagement to get caught up and reconciled so monthly work can start clean.
Industries we know
Books shaped to how your business actually runs.
Restaurants run on margin, trades run on job cost, e-commerce runs on multi-state sales tax. Each industry has its own shape — here’s how we work with the most common ones.
Common questions
What people ask before signing on.
QuickBooks Online (QBO) primarily — that's where most clients run. If you're on Desktop or another platform, we'll talk through whether to migrate. Migration is usually one-time work; it pays back fast in time saved.
Free guides
Helpful reading on this topic.
P&L 101
How to read a P&L.
What every line on the profit-and-loss actually means, in the order owners actually scan them — revenue down to net income.
Read the guide1099s
1099 deadline guide.
Who needs a 1099, what counts as reportable, and the January deadlines that carry real penalties for late filing.
Read the guideSales tax
Sales tax nexus by state.
Where economic nexus thresholds kick in across the country, and when a Minnesota seller has to register elsewhere.
Read the guideOften paired with
Related services on the menu.
Business tax
Same person who keeps the books, files the return.
Schedule C, 1120-S, 1065, 1120 — federal + Minnesota state. The return matches the books because the same person sees both.
ExploreCash flow planning
Ten weeks ahead, not last Thursday.
13-week rolling cash forecast layered on top of your books — see the gaps before they hit.
ExploreTax planning
Plan the tax bill, don't just file it.
Year-round projections so April isn't a surprise — entity-level moves, owner draws, and the calls worth making before year-end.
ExploreLet’s see if we’re a fit.
Free, no-pressure call. Bring your last bank statement, your QuickBooks login if you have one, and whatever’s keeping you up at night about the books.